Before using the QuickBooks (QB) export functionality for the first time, it is important to verify that you meet the prerequisites found in the following article: Prerequisites for Exporting to QuickBooks.
Once you meet the prerequisites, you can export your project data into Quickbooks using the next steps.
First, open the project that houses the data that you wish to export. Once the project is open, click the Export / Import tab at the top of the page and press the QuickBooks icon to show the QuickBooks Export Dialog.
In the QuickBooks Export Dialog, you will set the parameters for your export.
Note: When selecting your Quickbooks account from each drop-down menu in this dialog, verify that the selected accounts match the type listed, i.e., Income, Cost of Goods Sold, Asset and Expense.
If the drop-down menus under the Account Settings section are blank, please read the following article: Blank Drop Down Menus.
After configuring your export and pressing OK, you will be prompted to assign a Customer Number to the customer on the project (if one has not been appointed). This number will be used to link the AQ customer to the corresponding QuickBooks customer permanently. You will not be prompted to enter it again in the future.
Note: You can use both numbers and letters for the customer number.
After clicking OK in the previous step, you will be prompted to link the customer in your AQ project to the corresponding customer within QuickBooks. If you know the customer record is already in QuickBooks, you can type the customer's name into the search bar, select the customer from the results and click OK. If this is a new customer that does not exist in QuickBooks, click Add As New QB Customer and click OK. Once you link an AQ customer to a QB customer, you will not be prompted to connect them again in the future.
After clicking OK in the previous step, you will be prompted to link the vendors within your AQ project to corresponding vendors in QuickBooks.
Note: If you know the vendor is already in QuickBooks, you can type the vendor's name into the search bar, select the vendor from the search results and click OK. If this is a new vendor that does not exist in QuickBooks, click Add As New QB Vendor and press OK. Once you link an AQ vendor to the QB vendor, you will not be prompted to connect them again in the future.
Now click OK, and your project data will be exported from AQ into QuickBooks.
Note: This transfer could take some time depending on the size and location of your company's data file, the size of the project, and the speed of your computer and local network.
Once the export process finishes, a dialog will appear with the message "Export Completed Successfully." You will now be able to locate your exported Estimate, Sales Order and/or PO(s) within QuickBooks.
If you have any questions or difficulty, please contact our support staff at (866) 452-8324 or email@example.com.